add Eurostat + UK ONS sources; valuation/bubble/economy/bonds groups; aggregate read; market-open header

Three new data sources hooked into the existing SOURCES registry. All
open APIs, no keys:

  - EUROSTAT: prefix EUROSTAT:dataset?dim=val&... — current EU bond
    yields (Bund/OAT/BTP/EZ) and Eurozone economic indicators that
    FRED's OECD-mirror series stopped updating in 2022-2023.
  - ONS: prefix ONS:topic/cdid/dataset — current UK CPI, unemployment,
    GDP, industrial production. Replaces the 5+ month-stale FRED
    LRHUTTTTGBM156S mirror.

New indicator groups in default.toml feed the strategic/fundamental
lens we converged on: valuation (CAPE/Buffett anchors), bubble_watch
(SKEW/VVIX/RSP vs SPY/HYG vs TLT/IPO/crypto), economy (multi-region,
ALL current-or-stale-flagged), bonds (UK/EU/US/JPN sovereign yields).

Indicator panel now opens with an AI "read" interpretation per group
(generated hourly at :07 UTC alongside an aggregate cross-group read
shown in the dashboard header). The aggregate is grounded by a markets
strip — NYSE/LSE/Frankfurt/Tokyo/HK/Shanghai with open/closed LEDs and
next-open countdown, computed locally from each exchange's tz.

Other UX bits: indicator-row tooltips populated from TOML notes;
rows whose last observation is >90 days old get a 'stale' chip;
ghost symbols (in DB but no longer in TOML) filtered out of the
panel; Eurostat/ONS symbols display as short codes rather than the
full API path.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>

app/services/markets.py

@@ -0,0 +1,84 @@
+"""Market-open/close status for the dashboard header. Pure computation —
+no API needed; the schedules are known constants. Holidays are NOT modelled
+(would require a region-specific calendar); a closed Monday will still show
+"open" if the time-of-day fits. Good enough for the strategic dashboard.
+"""
+from __future__ import annotations
+
+from dataclasses import dataclass
+from datetime import datetime, time, timedelta, timezone
+from zoneinfo import ZoneInfo
+
+
+@dataclass(frozen=True)
+class Market:
+    code: str
+    name: str
+    tz: str          # IANA zone (handles DST automatically)
+    open: time       # local time
+    close: time      # local time
+
+
+# Mon=0 .. Sun=6. Markets observe Mon-Fri unless overridden.
+_WORKWEEK = {0, 1, 2, 3, 4}
+
+
+MARKETS: list[Market] = [
+    Market("NYSE",  "NYSE",     "America/New_York", time(9, 30),  time(16, 0)),
+    Market("LSE",   "LSE",      "Europe/London",    time(8, 0),   time(16, 30)),
+    Market("XETRA", "Frankfurt","Europe/Berlin",    time(9, 0),   time(17, 30)),
+    Market("JPX",   "Tokyo",    "Asia/Tokyo",       time(9, 0),   time(15, 0)),
+    Market("HKEX",  "Hong Kong","Asia/Hong_Kong",   time(9, 30),  time(16, 0)),
+    Market("SSE",   "Shanghai", "Asia/Shanghai",    time(9, 30),  time(15, 0)),
+]
+
+
+def _next_open_at(m: Market, now_utc: datetime) -> datetime:
+    """Earliest future open datetime (UTC) for this market, scanning ahead
+    up to 7 days for the next weekday."""
+    tz = ZoneInfo(m.tz)
+    local = now_utc.astimezone(tz)
+    candidate_date = local.date()
+    for _ in range(8):  # today + 7 days
+        weekday = candidate_date.weekday()
+        if weekday in _WORKWEEK:
+            local_open = datetime.combine(candidate_date, m.open, tzinfo=tz)
+            if local_open > local:
+                return local_open.astimezone(timezone.utc)
+        candidate_date = candidate_date + timedelta(days=1)
+    return now_utc + timedelta(days=7)  # fallback (shouldn't happen)
+
+
+def _close_at(m: Market, now_utc: datetime) -> datetime:
+    """Today's close in UTC (assumes we've already established it's open)."""
+    tz = ZoneInfo(m.tz)
+    local = now_utc.astimezone(tz)
+    return datetime.combine(local.date(), m.close, tzinfo=tz).astimezone(timezone.utc)
+
+
+def status_for(m: Market, now_utc: datetime) -> dict:
+    tz = ZoneInfo(m.tz)
+    local = now_utc.astimezone(tz)
+    is_workday = local.weekday() in _WORKWEEK
+    in_session = is_workday and m.open <= local.time() < m.close
+    if in_session:
+        return {
+            "code": m.code,
+            "name": m.name,
+            "open": True,
+            "until": _close_at(m, now_utc),
+            "label": "open",
+        }
+    return {
+        "code": m.code,
+        "name": m.name,
+        "open": False,
+        "until": _next_open_at(m, now_utc),
+        "label": "closed",
+    }
+
+
+def all_statuses(now_utc: datetime | None = None) -> list[dict]:
+    if now_utc is None:
+        now_utc = datetime.now(timezone.utc)
+    return [status_for(m, now_utc) for m in MARKETS]